The program fee represents the percentage investors pay for the services offered through the firm’s Lifetime Investment Platform. Primerica Advisors divides its platform management fees into three components: program fees, advisor fees and administration fees. Each model is typically comprised of some combination of mutual funds and exchange-traded funds (ETFs). The firm’s advisors offer a range of investment solutions, and Primerica often uses third parties to distribute investment and financial products.Īdvisors provide clients actively managed investment models through a wrap fee investment program called the "Lifetime Investment Platform." Through this, the firm selects an appropriate portfolio model for each client based on their risk tolerance, time horizon, investing preferences, tax situation and personal objectives. Primerica Advisors says on its website that it strives to help middle-income families learn personal finance, reduce consumer debt and prepare for the unexpected. Primerica Advisors offers the following services: In other words, Primerica doesn’t utilize a standard, firm-wide minimum account size. Primerica Advisors offers investment services to high-net-worth individuals, non-high-net-worth individuals, corporations and charitable organizations.Īlthough the firm generally requires $25,000 as an initial investment, certain program models require other minimum investment amounts. DO NOT USE THIS INVESTMENT COMPANY.Primerica Advisors Client Types and Minimum Account Sizes This is not professional and no respect for customers. I called five six times during the day and no result, till today I never received my money. Just keep on sugarcoating everything and I never talk to a manager about the case. I also try to talk to a manager they never transfer me to a manager. I called again and withdraw the rest of my money and I don't care now if I receive it after 3 months. I don't think Primerica deserve a full star. In the middle of a situation as such for us with the way the economy is going, gas is high, everything is high except our paycheck. They are liars, very unworthy, they are not reliable, they don't respect and care about people. Now I owe money that I know that I'm going to receive in 3 days my account is overdrawn because Primerica give me a word and it did not respect their word. So I'm going to wait about a month to receive my own money. I request a reference number of the transfer to give to my bank so they can see if the deposit was made, I can't believe a big company like Primerica cannot give me a reference number until they create a case that would take 7 days, then they can probably give me a reference number. Primerica did not honor my request and I'm on my 8th day. It will take some times for the health department to reply. Now I'm behind on her mortgage, my mortgage because I use my money to help her. We are putting together to help her bills until she is better. I can't even go see my mom with a stroke that was the reason that I called. customers service at Primerica it's not good some of the agents are good and some of them are very nasty. One of the agent, gave me I believe it was a fake customer number which is *** and usually it's five numbers, that lady was rude, talking over me, putting me on hold while I'm talking twice and the third time he just hung up. Waiver of premium: Waives the monthly premium if a policyholder becomes critically ill or disabled.Terminal illness benefit: Gives policyholders diagnosed with a terminal illness access to their death benefit to pay for medical expenses and care while they’re still alive.
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